Investment Philosophy

Montgomery Taylor & Company utilizes a disciplined, scientific investment process that concentrates on asset allocation and diversification among asset classes; the two critical determinants of investment planning success. By working with us, an independent investment management firm with world-class connections, investors gain access to sophisticated investment strategies typically not available to non-institutional investors.

The Montgomery Taylor & Company approach has been developed from disciplined analytical research, focusing on the behavior of worldwide financial markets and investment management experience.

A Tried and True Investment Model

In today`s 24-hour-a-day global investment environment, investors often feel over-whelmed with the ever-expanding universe of investment choices. Often, investors will follow market trends as an alternative to seeking out sound advice. But trying to achieve financial goals by pouring all of one`s assets into emerging markets today, telecommunications tomorrow and Japanese small-cap stocks next week is not a guarantee for achieving a sound financial plan. It`s a risk/reward strategy that offers lots of risk with minimal reward. It`s also an unbalanced and uncoordinated approach – a practice that contradicts our investment philosophy. Since inception, MT&C has relied upon an investment philosophy that focuses on investors` objectives. This philosophy is based upon five principles:

These principles all work together to deliver a program that offers investors personalization, diversification, coordination and management. It`s a strategy geared towards achieving long-term investment goals that make sense in any financial climate.

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The information contained in this site is for illustrative purposes only and is based on a general viewpoint of our typical clients. The information should not be construed as investment recommendations. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investment portfolio. Please consult with a qualified professional to determine the best approach for your situation. Past performance is not indicative of future results. Montgomery Taylor & Co., LLC is a Registered Investment Advisor with the California Department of Business Oversight.